Managing supervisors

Supervisors are team leaders that successfully direct others to achieve certain goals, to improve productivity, and to control costs. Usually, they manage a group of agents in order to prioritize job tasks and solve problems.

Click on the supervisor, on the list, to open the Supervisor profile:

On the extension page, you can:

• Edit supervisor information
• Edit supervisor profile
• Edit members configuration
• Edit communication settings

 

Edit supervisor information

Click on  to open the Edit supervisor pop-up window:

On the pop-up window:

• Drag an image file or click to upload the image file associated with the user.
• Insert a username (mandatory).
• Insert the user's full name.
• Select if authentication is a single step process or if it requires a personal contact as a second step verification.
• Insert the user's personal contact (it will be mandatory if 2 step verification is selected).
• Select if user is allowed to log in.
• Select the user's profile from the drop-down menu (mandatory)
• Click SAVE to apply changes and close the pop-up window.

 

Edit supervisor profile

Click on  to open the drop-down menu:

On the drop-down menu you can (when available):

• Reset password - If the user forgot his password, reset it, so he can choose a new one.
• Duplicate - Duplicate the user profile.
• Delete - Delete the user. 

 

Edit members configuration

On the members configurations you can:

• Add campaigns
• Add teams
• Edit site

 

Add campaigns

Click on , on CAMPAIGNS, to open the Campaigns pop-up window:

On the Campaigns pop-up window:

• Click on  to open the Add Campaigns pop-up window:
  
• on the pop-up window:
  • Select the campaigns to add the user to.
  • Click ADD CAMPAIGNS to apply changes and close the pop-up window.
• Click on  to delete the campaign from the user's list.
• Click SAVE to apply changes and close the pop-up window
  

  Note: Click on a campaign to see the campaign page.

   

Add teams

Click on , on Teams, to open the Teams pop-up window:

On the Teams pop-up window:

• Click on  to open the Add Teams pop-up window:
  

• on the pop-up window:
  • Select the teams to add the user to.
  • Click ADD TEAMS to apply changes and close the pop-up window.
• Click on  to delete the teams from the user's list.
• Click SAVE to apply changes and close the pop-up window.

Note: Click on a team to see the campaign page.

 

Edit site

Click on , on Site, to open the Site pop-up window:

On the Site pop-up window:

• On the column Default site, click to select the default site.
• Click on  to open the Add Site pop-up window:
  

• on the pop-up window:
  • Select the site to add the user to.
  • Click ADD SITE to apply changes and close the pop-up window.
• Click on  to delete the sites from the user's list.
• Click SAVE to apply changes and close the pop-up window.

 

Edit communication settings

On the COMMUNICATIONS tab you can Configure number settings:

Click on , on Number settings, to open the number settings pop-up window:

On the Number settings pop-up window:

• Select if the calls are sent to the chosen phone number or to a softphone.
• Insert the user's extension.
• Click Save to apply the changes and close the pop-up window.